Brooks Barks

Wealth Advisor Financial Planner Portfolio Manager @Bmo Nesbitt Burns

Saskatoon, SK, CA
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Feb 2009 — Present

Wealth Advisor Financial Planner Portfolio Manager @Bmo Nesbitt Burns

View department →

My team and I provide our clients advice in: Investment Management Financial Planning Life & Estate Planning Taxation Reduction With our team and through our network of professional contacts we are able to assist our clients with all of their life and business planning needs, either directly or through our partners.

SKILLS

InsurancePortfolio ManagementFinancial PlanningRisk ManagementFinancial AdvisoryTradingInvestment AdvisoryInvestmentsMutual FundsRetirement PlanningSecuritiesStrategic Financial PlanningInvestment StrategiesWealthEstate PlanningAsset ManagementRetirementOptionsWealth ManagementEquitiesAsset AllocationSmall Business

ABOUT BROOKS BARKS

Our team provides our clients with full service financial planning and discretionary…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Brooks Barks — Wealth Advisor Financial Planner Portfolio Manager at Bmo Nesbitt Burns in Saskatoon, SK, CA | Unifers